IDU:NYE-iShares U.S. Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 100.28

Change

+0.99 (+1.00)%

Market Cap

N/A

Volume

0.34M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-05 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
XLU Utilities Select Sector SPDR®..

+0.78 (+1.01%)

USD 16.39B
FUTY Fidelity® MSCI Utilities Inde..

+0.50 (+1.00%)

USD 1.60B
UTES Virtus Reaves Utilities ETF

+0.95 (+1.38%)

USD 0.37B
JHMU John Hancock Exchange-Traded F..

+0.08 (+0.31%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.48 (+1.24%)

N/A
JXI iShares Global Utilities ETF

+0.69 (+1.05%)

N/A
VPU Vanguard Utilities Index Fund ..

+1.69 (+1.01%)

N/A

ETFs Containing IDU

MVFG Northern Lights Fund Trus.. 4.43 % 0.00 %

+0.19 (+0.71%)

USD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (Utilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.23% 88% B+ 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.23% 88% B+ 67% D+
Trailing 12 Months  
Capital Gain 29.98% 75% C 84% B
Dividend Return 2.85% 63% D 44% F
Total Return 32.83% 50% F 84% B
Trailing 5 Years  
Capital Gain 17.08% 75% C 57% F
Dividend Return 12.71% 38% F 41% F
Total Return 29.79% 75% C 53% F
Average Annual (5 Year Horizon)  
Capital Gain 3.73% 25% F 46% F
Dividend Return 5.92% 38% F 46% F
Total Return 2.18% 50% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 13.62% 25% F 70% C-
Risk Adjusted Return 43.44% 13% F 58% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.